Courage Miller Partners, LLC Ishares Tr Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 6,413 shares of IYR stock, worth $605,515. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,413

Previous 6,354 0.93%

Holding current value

$605,515

Previous $647,000 7.88%

% of portfolio

0.2%

Previous 0.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$90.74 - $102.87 $5,353 - $6,069	59 Added 0.93%	6,413 $596,000
Q3 2024 Oct 21, 2024	SELL	$86.93 - $103.61 $12,430 - $14,816	-143 Reduced 2.2%	6,354 $647,000
Q2 2024 Jul 25, 2024	BUY	$81.6 - $89.23 $652 - $713	8 Added 0.12%	6,497 $570,000
Q1 2024 Apr 15, 2024	SELL	$85.32 - $92.22 $11,774 - $12,726	-138 Reduced 2.08%	6,489 $583,000
Q4 2023 Jan 19, 2024	SELL	$73.28 - $92.46 $66,904 - $84,415	-913 Reduced 12.11%	6,627 $605,000
Q3 2023 Oct 13, 2023	BUY	$77.12 - $89.86 $21,053 - $24,531	273 Added 3.76%	7,540 $589,000
Q2 2023 Jul 20, 2023	BUY	$80.51 - $86.54 $7,728 - $8,307	96 Added 1.34%	7,267 $628,000
Q1 2023 Apr 21, 2023	BUY	$78.73 - $95.24 $20,312 - $24,571	258 Added 3.73%	7,171 $608,000
Q4 2022 Jan 27, 2023	BUY	$76.97 - $89.17 $85,744 - $99,335	1,114 Added 19.21%	6,913 $582,000
Q3 2022 Oct 18, 2022	BUY	$80.64 - $103.19 $1,128 - $1,444	14 Added 0.24%	5,799 $472,000
Q2 2022 Jul 18, 2022	BUY	$86.95 - $112.38 $1,565 - $2,022	18 Added 0.31%	5,785 $532,000
Q1 2022 May 06, 2022	BUY	$99.21 - $115.26 $5,456 - $6,339	55 Added 0.96%	5,767 $624,000
Q4 2021 Jan 19, 2022	SELL	$103.03 - $116.14 $20,709 - $23,344	-201 Reduced 3.4%	5,712 $663,000
Q3 2021 Nov 05, 2021	SELL	$102.34 - $111.27 $83,100 - $90,351	-812 Reduced 12.07%	5,913 $605,000
Q2 2021 Jul 28, 2021	BUY	$93.58 - $104.97 $38,461 - $43,142	411 Added 6.51%	6,725 $686,000
Q1 2021 Apr 26, 2021	SELL	$82.27 - $92.74 $11,353 - $12,798	-138 Reduced 2.14%	6,314 $580,000
Q4 2020 Jan 28, 2021	BUY	$76.87 - $86.71 $65,493 - $73,876	852 Added 15.21%	6,452 $553,000
Q3 2020 Oct 27, 2020	BUY	$76.71 - $84.15 $76 - $84	1 Added 0.02%	5,600 $441,000
Q2 2020 Jul 23, 2020	BUY	$64.24 - $86.82 $16,316 - $22,052	254 Added 4.75%	5,599 $441,000
Q1 2020 Apr 14, 2020	SELL	$57.84 - $100.28 $17,872 - $30,986	-309 Reduced 5.47%	5,345 $371,000
Q4 2019 Jan 15, 2020	BUY	$89.52 - $95.36 $895 - $953	10 Added 0.18%	5,654 $526,000
Q3 2019 Oct 21, 2019	SELL	$91.54 - $93.76 $32,954 - $33,753	-360 Reduced 6.0%	5,644 $528,000
Q2 2019 Jul 30, 2019	BUY	N/A	25 Added 0.42%	6,004 $524,000
Q1 2019 May 01, 2019	BUY	N/A	5 Added 0.08%	5,979 $520,000
Q4 2018 Jan 25, 2019	BUY	N/A	226 Added 3.93%	5,974 $447,000
Q3 2018 Nov 06, 2018	BUY	N/A	2 Added 0.03%	5,748 $460,000
Q2 2018 Jul 30, 2018	BUY	N/A	100 Added 1.77%	5,746 $463,000
Q1 2018 Apr 27, 2018	BUY	N/A	595 Added 11.78%	5,646 $426,000
Q4 2017 Jan 19, 2018	BUY	N/A	190 Added 3.91%	5,051 $409,000
Q3 2017 Oct 24, 2017	BUY	N/A	4,861	4,861 $388,000

Others Institutions Holding IYR

# of Institutions

617

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Courage Miller Partners, LLC Ishares Tr Transaction History